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smlaker

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  • Retirement Strategy: When Taking A Position In A Beaten Down Stock Makes Sense [View article]
    Thanks RS. I buy Silver Wheaton (NYSE:SLW) as a cyclical play on precious metals. I allocate about the amount I would to a DG position. I have done this for so many years that I have a pretty good feel for when it is getting topsy. I either sell or put a stop loss order in place.

    When it is sold, I look for it to bottom, more or less, and start the process over. In between I just hold the cash.

    It's fun and profitable, some times more so than others. With patience, I have never sold at a loss, even if I missed the bottom by a bit.

    SM
    Aug 19 02:02 PM | 3 Likes Like |Link to Comment
  • Catlin Group: The Insurance Company You Don't Know About [View article]
    Yahoo! shows no volume traded today.??
    Aug 15 03:10 PM | Likes Like |Link to Comment
  • High Yield, Single Digit PE Dividend Stocks [View article]
    Mr. Market is telling you to follow the crowd; load up on Facebook, Twitter and Apple, Tesla. You can be a sheople or think for yourself. It appears to me as though you are a free thinker, and this is good information for all of us.

    Thanks,

    SM
    Aug 11 02:03 PM | Likes Like |Link to Comment
  • Dividend Champions For August 2014 [View article]
    Mr. Fish, I can say this without hesitation or reservation; yours are the articles I dare not miss. They are absolutely priceless as a tool for checking on my holdings, and updating my watch list.

    Many thanks.

    SM
    Aug 2 02:33 PM | 4 Likes Like |Link to Comment
  • Examining Dividend Aristocrats Series: Genuine Parts - Buy, Sell, Or Hold? [View article]
    Good read Clay. You do pose a dilemma. I could sell and take a nice profit, but then what represents a good "core holding" that I can use to replace it with, that's not also overpriced or carrying a ton of baggage. Lots of "ton of baggage" core holdings are fairly priced. MCD, WMT, TGT, and the list goes on. In the end, unless you have another offering in this sector or on very close, which is a dividend aristocrat and pays me over 3% (YOC), then I just can't sell.

    PS - I have at least turned off the DRIP in Fidelity quite some time ago, so now I collect the dividends and put them to use elsewhere. Until I can find a replacement, that's about the best I can do. And this isn't my only stock in that same boat.

    Regards,

    SM
    Aug 2 02:29 PM | 1 Like Like |Link to Comment
  • Why It Can Be Self-Destructive To Compare Yourself To The S&P 500 [View article]
    Tim, great lesson's, but hindsight is always 20-20. What if you had held other former blue chips at about the same time as JNJ or CVX, some of those since removed from the DOW, which have disappeared into obscurity or altogether.

    What are some concrete sell rules you follow; rules that point out important differences between those that are only temporarily wounded vs. those that are mortally wounded?

    Thanks,

    SM
    Jul 31 01:59 PM | Likes Like |Link to Comment
  • Which Insurance Dividend Aristocrat Should You Own? [View article]
    The article is well done. Good work. However, it does me personally no good if Chubb has a 22% payout if the yield is only 2.10%. I would prefer a 44% payout and a yield of 4.20%.

    In other words, I have looked at Chubb many times, but it doesn't meet my criteria for yield. I need something closer to 3% or more before I will even consider a stock for purchase. I am far too close to being on the "withdrawing" end of the DGI spectrum to make this one work for me.

    SM
    Jul 30 08:02 PM | Likes Like |Link to Comment
  • Why I Love KMR More Than KMP For High Dividend Income [View article]
    KMI.

    SM
    Jul 26 10:23 AM | Likes Like |Link to Comment
  • My High Dividend Yield Retirement Portfolio Delivers 8.8% Of Income For This Retiree [View article]
    Still over concentrated.

    SM
    Jul 24 02:04 PM | 5 Likes Like |Link to Comment
  • A Lot To Like In Stable Dividend Portfolio Pick Maiden Holdings [View article]
    Thanks for reaffirming that I wasn't all crazy.

    Bought MHLD sometime in 2013, when I couldn't find a lot in the financial industry to crow about. At the time, it seemed to be too good to be true, that is to say overlooked in an otherwise overpriced market. I bought just before it bottomed out, but it soon recovered and has treated me well every since.

    Just remember the high beta. Some days can be scary.
    Jul 21 02:03 PM | 2 Likes Like |Link to Comment
  • Forget About SWANs, Fish And Chowder: Chase Yield In Retirement [View article]
    David, I can't argue with the math, as far as you carry it, but your article lacks any concrete investment information.

    How about some recommendations from your 40 years of experience? I would especially be interested in some "quality" preferreds.

    How about a list?

    Regards,

    SM
    Jul 6 07:39 PM | 5 Likes Like |Link to Comment
  • Total Return BDCs For Q3 2014: Part 1 [View article]
    Thanks Buzz. I followed your 18 part series with great interest. What a valuable service to all of us SA readers.

    I don't understand this article, completely.

    Are you implying that your picks for the "Total Return" portfolio are now more than 5 companies, namely MAIN, HTGC, FSIC, NMFC, TCPC and GLAD? That would be parting with your past methodology of having 5 in each category.

    I do see the footnotes for the "green" and "blue" bars, which seems to indicate you now have two "Total Return" portfolios. If so, how do you differentiate between them?

    Thanks so much,

    SM
    Jul 6 04:36 PM | Likes Like |Link to Comment
  • Fidus Investment: BDC Dividend Coverage Part 12 [View article]
    Thanks. I like you will look beyond those.

    SM
    Jun 17 09:00 PM | Likes Like |Link to Comment
  • Fidus Investment: BDC Dividend Coverage Part 12 [View article]
    BDC Buzz, I follow your articles very closely. During this series, you always start out the articles with the same lead-in information. That makes sense.

    What I am wondering is if I have somehow missed the answer to one crucial question, or if you are purposely holding the information back, like a punch line or something.

    "The BDC industry is experiencing yield compression and 7 out of the 26 BDCs that I cover have recently cut dividends."

    What are these seven companies??

    Regards,

    SM
    Jun 15 07:30 PM | Likes Like |Link to Comment
  • What Canadian Dividend Aristocrats Should You Add To Your Portfolio? [View article]
    I just looked at the usual list I download each month and both BCE and RCI are on it.

    Guess I'm not sure what is going on.

    SM
    Jun 11 09:32 PM | Likes Like |Link to Comment
COMMENTS STATS
276 Comments
453 Likes